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Strategic Blueprint’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Strategic Blueprint’s Portfolio XSOE Stock Details XSOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,231
Closed -$221K – 690
2024
Q2 		$221K Sell
7,231
-4,362
-38% -$131K 0.02% 566
2024
Q1 		$342K Sell
11,593
-14,154
-55% -$403K 0.02% 464
2023
Q4 		$744K Sell
25,747
-45,597
-64% -$1.24M 0.06% 279
2023
Q3 		$1.9M Buy
71,344
+1,817
+3% +$51.1K 0.18% 130
2023
Q2 		$1.94M Sell
69,527
-13,165
-16% -$365K 0.19% 120
2023
Q1 		$2.3M Buy
82,692
+3,169
+4% +$89K 0.24% 101
2022
Q4 		$2.12M Sell
79,523
-11,636
-13% -$302K 0.25% 104
2022
Q3 		$2.24M Sell
91,159
-53,636
-37% -$1.5M 0.27% 90
2022
Q2 		$4.15M Sell
144,795
-58,825
-29% -$1.77M 0.51% 43
2022
Q1 		$6.65M Buy
203,620
+6,941
+4% +$241K 0.77% 23
2021
Q4 		$7.25M Sell
196,679
-43,426
-18% -$1.63M 0.91% 16
2021
Q3 		$8.96M Sell
240,105
-7,386
-3% -$289K 1.39% 11
2021
Q2 		$10.4M Buy
247,491
+14,152
+6% +$585K 1.63% 9
2021
Q1 		$9.49M Sell
233,339
-392
-0.2% -$16.6K 2.02% 9
2020
Q4 		$9.27M Buy
233,731
+58,949
+34% +$2.17M 2.33% 7
2020
Q3 		$5.88M Buy
174,782
+47,252
+37% +$1.57M 1.82% 10
2020
Q2 		$3.81M Buy
+127,530
New +$3.49M 1.34% 18

Other funds holding XSOE

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Strategic Blueprint's XSOE Position: Q3 2024 in Review

Strategic Blueprint sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2024, closing a stake of 7,231 shares — an estimated $221K sold.

Strategic Blueprint first reported a position in XSOE in Q2 2020 and held it in 17 quarters. The position peaked at $10.4M in Q2 2021. 230 funds tracked by Wall St. Rank hold XSOE as of Q3 2024.

  • Strategic Blueprint reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2024 after selling out during the quarter.
  • Strategic Blueprint sold 7,231 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2024, an estimated $221K.
  • Strategic Blueprint first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2020 and held it in 17 quarters.
  • Strategic Blueprint's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $10.4M in Q2 2021.
  • 230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2024.

Based on Strategic Blueprint's 13F filing for Q3 2024, filed 25 Oct 2024.